by Chase Caudill | Jul 12, 2023 | Blog
When you are in sales, you typically are subject to a combination of salary and commission or possibly straight commission. Depending on your compensation structure, it can dictate how you save for retirement. Let’s take a look at how most real estate agents are...
by Chase Caudill | Jun 1, 2023 | Blog
There seems to be several misconceptions when people inquire about taking out a loan from their 401k. The short answer to this question is typically no. However, there are times when it could be a more feasible option than the alternatives. It’s important to...
by Chase Caudill | May 25, 2023 | Blog
If you have changed jobs or retired from a company that provided you with a 401k or a similar retirement plan, you must decide what you want to do with your funds in that company sponsored plan. I get asked, “Should I cash in my 401k?” The answer to this question...
by Chase Caudill | Apr 24, 2023 | Blog
When you are trying to decide what investments you should choose for your investment strategy, there are several variables that can play a part in those choices. Some of the main characteristics you need to address are your risk tolerance, your time horizon, and your...
by Chase Caudill | Apr 13, 2023 | Blog
Once you have figured out what types of investments you want to utilize in your investment portfolio, then you must look at what kind of account you want to own those investments through. Let’s take a look at several account types you can utilize to accomplish...
